Michele Whitmore

Michele Whitmore is a control person of R M Davis and directly owns under 5% of it. Michele Whitmore holds a B.A. in Sociology from Wheaton College.

R M Davis is an investment adviser based in Portland, ME, registered with the SEC since 1978. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $8.15 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Michele M. Whitmore is Principal, Client Service of R.M. Davis, based in Portland, ME. She manages the firm's Client Relationship Associate team and performs client relationship work herself. She joined R.M. Davis in 1999; earlier she was Supervisor, Fund Accounting at The Boston Company/Mellon Bank in Boston.

CRD

8239773

Firm

R M Davis · CRD 105448

Role

Owner, Director

In role since

January 2026 · under a year

Control person

Yes

Direct ownership

Under 5%

Firm headquarters

Portland, ME

Individual registration

No current adviser record · SEC search

Disciplinary history

Not yet shown here · SEC record

Firm bio

rmdavis.com

• Scot DraegerPresident, Owner, Director
• Caleb DuboisCCO, Vice President, General Counsel
• Geoffrey AlexanderCEO, Owner, Director
• Drew BlaneyCFO, Owner, Director
• George CarrOwner, Director
• Robert DavisOwner, Director
• John DoughtyCIO, Owner, Director
• Wendy LaidlawOwner, Director
• Matthew McFarlandOwner, Director
• Brian NoyesChairman of Board of Directors, Owner, Director
• Dean WalkerCOO, Owner, Director
• Michael WoodOwner, Director